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Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
2126
1620 Investment Advisors
Massachusetts
$133K +$3.62K +47 +3%
HNB
2127
Hilltop National Bank
Wyoming
$132K -$13.2K -172 -9%
BTD
2128
BankPlus Trust Department
Mississippi
$127K +$127K +1,645 +1,418%
FFG
2129
Forum Finance Group
$126K +$169K +2,195 New
CFP
2130
Comprehensive Financial Planning
Pennsylvania
$125K – – –
GSWM
2131
Golden State Wealth Management
California
$125K -$1.39K -18 -1%
MWA
2132
Medallion Wealth Advisors
Connecticut
$122K +$7.47K +97 +6%
ORAM
2133
One River Asset Management
Connecticut
$122K -$242K -3,147 -65%
IWM
2134
IMG Wealth Management
Florida
$121K +$539 +7 +0.4%
OCWP
2135
Owl Creek Wealth Partners
Colorado
$118K +$126K +1,634 New
TCM
2136
Tradewinds Capital Management
Washington
$117K +$77 +1 +0.1%
KFAS
2137
Keating Financial Advisory Services
Kansas
$116K -$113K -1,468 -48%
PWM
2138
Proathlete Wealth Management
Florida
$111K +$924 +12 +0.8%
EPIM
2139
Evelyn Partners Investment Management
$109K – – –
1CP
2140
1015 Capital Partners
Pennsylvania
$109K -$10.4K -135 -8%
SAS
2141
Stelac Advisory Services
New York
$109K +$117K +1,515 New
CPG
2142
Cornerstone Planning Group
New Jersey
$107K +$23.9K +310 +27%
FIA
2143
FNY Investment Advisers
New York
$107K -$126K -1,638 -52%
BHWM
2144
Bay Harbor Wealth Management
Maryland
$106K +$27.3K +355 +32%
C
2145
Covestor
United Kingdom
$106K -$71.8K -933 -39%
WSC
2146
Wellington Shields & Co
New York
$104K -$30.8K -400 -22%
AT
2147
Arlington Trust
Alabama
$102K +$12.4K +161 +13%
BBPWM
2148
Blue Bell Private Wealth Management
Pennsylvania
$101K – – –
VC
2149
Vestor Capital
Illinois
$98K +$50.6K +657 +93%
DMBA
2150
Deseret Mutual Benefit Administrators
Utah
$97.5K +$56K +727 +116%
84 85
86
87 88